IT
Gartner, Inc.247.34
+0.99+0.4%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
CV acceleration from transformation indicators
Q&A affirmed CV acceleration through 2026 beyond lapping U.S. federal headwinds, driven by transformation with positive leading indicators like record-high conference scores, rising engagement, and superior AskGartner user renewals. Management unpacked H2 2025 changes—including staff repositions, 75% faster insight production via new processes and AI, and sales boosts like AI role-play training plus business developer focus. No AI substitution worries surfaced; seat cuts tied to budgets and turnover. Margins settle at 23.5% new baseline, poised to expand. Transformation indicators shine early.
Key Stats
Market Cap
18.73BP/E (TTM)
21.60Basic EPS (TTM)
11.45Dividend Yield
0%Recent Filings
10-K
FY2025 results
Gartner's FY2025 revenues hit $6.5B, up 4% y/y reported (3% FX-neutral), driven by 5% Insights growth to $5.1B while Conferences surged 11% to $645M on 53 events; Consulting dipped 1% to $553M. Contract value grew 1% FX-neutral to $5.2B, but wallet retention slipped to 96-99% from 102-106% amid US federal pullback. Q4 share repurchases totaled 2.1M shares at $239 average, leaving $745M authorized; cash flow from operations fell to $1.3B. Net income dropped 42% to $729M (diluted EPS $9.65 from $16.00) on $150M Digital Markets goodwill hit, higher taxes. Solid liquidity with $1.7B cash, no revolver draws. Digital Markets sold February 2026 for $110M. Cybersecurity threats loom large.
8-K
Q4 revenues $1.8B, CV +1%
Gartner reported Q4 2025 revenues of $1.8B, up 2% reported but flat FX neutral, with contract value hitting $5.2B, +1% FX neutral. Net income plunged 39% to $242M yet adjusted EBITDA rose 5% to $436M; full-year revenues reached $6.5B. Board added $500M to repurchases atop $750M remaining. CV accelerates in 2026.
8-K
Gartner adds AI, finance directors
Gartner appointed AI expert Daniela Rus and investment veteran Edward Bousa to its board on January 29, 2026, expanding to 13 directors with 12 independent. Rus joins the Governance Committee; Bousa, the Audit Committee. Rus bolsters AI strategy; Bousa adds investor savvy. Board strengthened for tech shifts.
8-K
Gartner closes $800M notes
10-Q
Q3 FY2025 results
Gartner posted Q3 revenues of $1.52B, up 3% y/y yet flat q/q, driven by 5% Insights growth to $1.27B while Other dropped 23% after Digital Markets reclassification. Operating income plunged 65% y/y to $86M from a $150M Digital Markets goodwill impairment, yielding diluted EPS of $0.47 (reconciles to 75M shares). Cash fell to $1.4B with $996M YTD operating cash flow (FCF not disclosed in the 10-Q), $2.5B debt steady, and $0.7B revolver availability. Heavy share repurchases consumed $1.5B YTD. Digital Markets stays weak.
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